Capital Synergy Partners

Overview

Capital Synergy Partners is a Broker Dealer and registered investment adviser based in Irvine, CA, registered since 2010. It reports $102M in assets under management across 331 accounts, with 46 employees. Its 43 registered representatives work across 27 branch offices in 10 states.

Reported AUM

$102M

Accounts

331

Average account

$309K

Employees

46

Registered reps

43

Branch offices

27

Registered since

2010

Jurisdictions

50

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Limited Partnerships Primary Distributions
• Limited Partnerships Secondary Market
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Oil & Gas Partnerships
• 6 more

Executive officers 3 of 5

• Andrew Alan Holden Trustee, President CRD 3098455
• Matthew Austin Gandy Principal CRD 7007855
• Reyheena Maria Eidarous Financial and Operations Principal, Financial Operations Principal CRD 4219599

2 more executive officers, with direct contact details

Registered reps 3 of 43

• John Angelo Bivens Registered Rep · Investment Adviser Rep CRD 2358108
• Ronald Jay Blau Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3043949
• Steven J Brown Insurance Agent · Registered Rep CRD 3071639

40 more registered reps, with emails, phones and branch locations

Location

Headquarters

2860 Michelle Ste 150
Irvine, CA 92606

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Branch offices

27 in 10 states, including Omaha, NE, Aptos, CA and Anaheim, CA

Registrations

• State registered, corporation formed in California
• Registered in 50 jurisdictions
• Website: capitalsynergypartners.com

Every state, with registration dates

Similar firms near Irvine

• Mischler Financial Group, Inc.Irvine, CA65 reps
• Boustead Securities, LLCIrvine, CA25 reps
• Acorns Securities, LLCIrvine, CA23 reps
• Tickrs ClearingIrvine, CA21 reps
• Sutter Securities IncorporatedIrvine, CA19 reps